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Showing content with the highest reputation on 03/19/2018 in all forums
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Affiliated Service
John Feldt ERPA CPC QPA reacted to CuseFan for a topic
Doesn't look like management company relationship, and certainly not professional services, so no ASG and unless parents/sons stock ownership attributes to the other group (which I don't believe it does for this purpose), no CG. I believe the accountant is correct.1 point -
Refusal to participate in DC plan (maybe religous reasons?)
John Feldt ERPA CPC QPA reacted to Kevin C for a topic
It could be something other than religious reasons. There are some government programs that you become ineligible for if you accumulate more than a certain level of assets in a retirement plan.1 point -
Refusal to participate in DC plan (maybe religous reasons?)
AKconsult reacted to david rigby for a topic
I'll take a different approach: do nothing. The EE does not get to decide what benefit plan(s) are offered by the ER. Whether or not the objection is based on religious grounds, the existence of an account INSIDE THE PLAN does not cause him (or anyone else) any harm (IMHO). If he doesn't want it, he doesn't have to take it when he severs employment.1 point
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